In this episode, Carey and Lindsay sit down with Syd Roe from Vertafore to talk about the challenges of generational family businesses and the impact data will have on the future of independent agencies.

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This episode is brought to you by AgencyPoint, your full-service partner for Accounting, Tax, Legal, and HR solutions built specifically for insurance agencies. AgencyPoint helps independent agencies streamline operations, stay compliant, and make confident financial decisions. Learn more at https://www.myagencypoint.com/partners/insurancerefocused

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Show previously named Insurance Refocused